Investment Solutions Associate (Graduate)

Purpose

To co-ordinate and support the Investment Solutions team in servicing and managing strategic relationships with internal and external clients, as well as assisting with Business Development opportunities once passed over to Investment Solutions Team.

It is important to note that while the role will be exposed to all elements of the portfolio management process, it is not one that would be directly involved in investment decision making. The focus will be on client engagement, internal/external communication, portfolio analysis and some operational aspects of 7IM’s fund and model business. The role would be an ideal stepping stone for someone wanting to develop an investment/business focussed career in the asset management space.

Some experience is beneficial but more important is a can-do attitude, a focus on being organised and willingness to learn quickly, amidst a busy timetable of planned actions in a dynamic workplace.

Responsibilities

• Be the first point of contact for internal and external client queries, and build relationships with both parties.
• Create and compile high quality review packs for strategic partners.
• Draft / Review bespoke client commentaries and thought-pieces
• Working with wider Investment Solutions team to onboard new clients
• Develop / Prepare reporting for key partners
• Produce analysis to help key partners win / retain new business

   

  Sales

• Support new business meetings, conduct portfolio analysis and draw up investment proposals.
• Be involved in producing high quality client facing content, in order to distinguish 7IM from peers.
• Engage with the Investment Strategy Team to enable understanding of investment views and consistency of message

   

  Investment Operations Support

• Support the onboarding of propositions on new third party platforms
• Provide ongoing assistance to ensure efficient delivery of portfolios through the MPS service
• Help develop the operational process to ensure consistent delivery of good client outcomes

   

  Compliance & Conduct

• Complete all CPD requirements
• Take responsibility for updating CRM activity for Investment Solutions Team

 Skills

• Assertiveness and tenacity combined with diplomacy and sensitivity, to build and maintain good relationships with key strategic partners across the company.
• Planning and time management skills in order to most effectively allocate own time and others.
• Flexibility and innovation to handle and support changing (and sometimes conflicting) needs and demands, and continually to improve working practices
• Resilience in order to manage conflicting priorities and demands, ambiguity, high work-load, rejection and other sources of pressure.
• Accuracy, thoroughness and attention to detail in order to maintain the highest levels of service to 7IM’s intermediaries and advisors.
• Team working combined with individual initiative, creativity and self-sufficiency in order to remain effective in the face of rapid change and a lean and efficient management and resource structure.
• Personal development focus, taking responsibility for driving both personal and professional development in order to maximise effectiveness in this demanding role, and to grow with the role, and beyond.
• Written skills, in order to clearly, concisely and thoroughly present information to clients.
• Numeracy skills in order to understand, process and check a range of data

• A demonstrable interest in the investment management industry
• Some experience in product strategy, development and management.
• Experience with the use of MS Office, in particular Excel

Qualifications

• Technical graduate level degree, or studying towards as part of a year in industry programme
• Professional qualifications in relation to the role such as IMC desirable, or a willingness to work towards.